Can JD, Alibaba and New Retail Go International? My Interview With the CEO of JD Central Thailand. (Asia Tech Strategy – Podcast 72)

This week’s podcast is about JD Central in Thailand. I had an interesting visit and interviewed the CEO. And it raises a bigger point of whether China’s ecommerce giants can or will go international? You can listen to this podcast here or at iTunes, Google Podcasts and Himalaya. The McKinsey & Co article I mentioned is here. Related […]

JD Central Plays the Long Game in Thailand and SE Asian Ecommerce (2 of 2)(Asia Tech Strategy – Daily Update)

In Part 1, I summarized my visit to a media event at JD Central (JDC) Thailand. And I teed up some of the difficulties for Chinese ecommerce giants trying to go international, especially in Southeast Asia. After the media event, I sat down with JD Central CEO Vincent Yang, which turned out to be a pretty […]

My Interview with JD Central Thailand CEO Vincent Yang (1 of 2) (Asia Tech Strategy – Daily Update)

Last week, I attended a media event at JD Central in Bangkok. And I interviewed CEO Vincent Yang. This is JD’s joint venture with Central Retail, one of Thailand largest retailers. Note: This is one of JD’s two initiatives in Southeast Asia. The other is in Indonesia. It was a pretty interesting experience for a […]

My Interview with JD Central Thailand CEO Vincent Yang (1 of 2) (Asia Tech Strategy – Daily Update)

Last week, I attended a media event at JD Central in Bangkok. And I interviewed CEO Vincent Yang. This is JD’s joint venture with Central Retail, one of Thailand largest retailers. Note: This is one of JD’s two initiatives in Southeast Asia. The other is in Indonesia. It was a pretty interesting experience for a […]

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Ruhnn Holding’s 3 Strategy Lessons for Digital Asia (Jeff’s Asia Tech Class – Daily Update)

Ruhnn Holding is a Chinese company that not many people follow. Based in Hangzhou, tied with Alibaba and vaguely described as a talent agency and/or social commerce company, it’s a strange animal. And it is currently being taken private and off the US exchanges (maybe). But the company is fascinating and has some really important […]

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The Pros and Cons of Farfetch’s Global Luxury Marketplace (Jeff’s Asia Tech Class – Daily Update)

In my previous article on Farfetch, I asked the question of whether Alibaba or another Chinese company might buy the company – and at what price. And I did a brief introduction on Private Market Value (PMV). Which is basically a take-over price. Is Alibaba (or Another Chinese Company) Going to Buy Farfetch? (Jeff’s Asia […]

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Is Alibaba (or Another Chinese Company) Going to Buy Farfetch? (Jeff’s Asia Tech Class – Daily Update)

Luxury marketplace platform Farfetch has had a long courtship with JD, Alibaba and Chinese consumers. In the next update, I’ll go into my thoughts on Farfetch as a stand-alone company (basically, not good). But the more interesting questions for investors are: Is Farfetch going to get bought? What is the private market value to Chinese […]

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JD’s Emerging Competitive Advantages? (Jeff’s Asia Tech Class – Daily Lesson / Update)

Long-term investors search for high quality companies they can buy and hold. They ignore the near-term swings in stock prices and, instead, try to capture the larger creation of value in the enterprise over time. It’s a long-term wealth creation strategy. And it really works… …for a small number of companies. Yes, the results of […]

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